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Assurant

452 hedge funds and large institutions have $8.76B invested in Assurant in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 160 increasing their positions, 152 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $6.03M

79% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 39

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 427452 (+25)

5.35% more ownership

Funds ownership: 88.42%93.77% (+5.4%)

5% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 152

5% less capital invested

Capital invested by funds: $9.25B → $8.76B (-$495M)

Holders
452
Holders Change
+25
Holders Change %
+5.85%
% of All Funds
7.61%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
70
Increased
160
Reduced
152
Closed
39
Calls
$12.5M
Puts
$6.03M
Net Calls
+$6.45M
Net Calls Change
-$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TWI
326
Thomas White International
Illinois
$313K
B
327
Bellecapital
Switzerland
$309K
OTL
328
Oak Thistle LLC
New York
$291K +$14.5K +80 +5%
PP
329
Prudential plc
United Kingdom
$280K -$12.7K -70 -4%
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$277K -$181 -1 -0.1%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$274K +$30.2K +167 +12%
AIM
332
Allen Investment Management
New York
$272K
KAS
333
Kestra Advisory Services
Texas
$268K +$58.5K +323 +26%
KFA
334
Krane Funds Advisors
New York
$267K -$143K -789 -34%
FWM
335
Frontier Wealth Management
Missouri
$264K
FFM
336
Forum Financial Management
Illinois
$264K +$35.3K +195 +15%
Assenagon Asset Management
337
Assenagon Asset Management
Luxembourg
$263K -$3.32M -18,304 -92%
Wolverine Trading
338
Wolverine Trading
Illinois
$259K +$274K +1,513 New
FDCDDQ
339
Federation des caisses Desjardins du Quebec
Quebec, Canada
$259K +$135K +744 +99%
SHFA
340
SC&H Financial Advisors
Maryland
$256K
JIC
341
Johnson Investment Counsel
Ohio
$245K +$256K +1,416 New
TSS
342
Two Sigma Securities
New York
$243K -$7.97K -44 -3%
RIM
343
Redpoint Investment Management
Australia
$240K
BBVA
344
Banco Bilbao Vizcaya Argentaria
Spain
$226K -$11.6K -64 -5%
SLG
345
Stanley-Laman Group
Pennsylvania
$225K +$236K +1,304 New
VI
346
Vestcor Inc
New Brunswick, Canada
$222K +$68.8K +380 +42%
DWP
347
Destiny Wealth Partners
Florida
$218K +$130K +719 +133%
SW
348
SVB Wealth
Massachusetts
$216K -$17.7K -98 -7%
WSTAM
349
Wilbanks Smith & Thomas Asset Management
Virginia
$214K
CCIA
350
Campbell & Co Investment Adviser
Maryland
$211K +$221K +1,218 New

AIZ Hedge Fund Activity: Q2 2022 in Review

452 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Assurant (AIZ) for Q2 2022, worth a combined $8.76B — down 5.4% from $9.25B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new AIZ positions and 39 closed out — a net gain of 31 holders — while 160 added to existing stakes and 152 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $69.1M. The largest seller was Wellington Management Group, cutting an estimated $180M.

  • 452 institutional investors held Assurant (AIZ) as of Q2 2022, up from 427 in Q1 2022.
  • Funds reported $8.76B of Assurant stock for Q2 2022, down 5.4% quarter-over-quarter.
  • 70 funds opened new Assurant positions in Q2 2022 and 39 closed out, a net change of +31 holders.
  • The largest Assurant buyer in Q2 2022 was Neuberger Berman Group, an estimated $69.1M added.
  • The largest Assurant seller in Q2 2022 was Wellington Management Group, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2022.